“LatentView Analytics” is a global analytics and digital solutions company that offers various data-related services to businesses. They focus on helping organizations harness the power of data and analytics to drive business growth, enhance customer experiences, and make informed decisions.

Some of the services and solutions that companies like LatentView Analytics typically offer include:

1. Data Analytics: This involves analyzing large volumes of data to extract meaningful insights, trends, and patterns. Companies like LatentView Analytics might employ various techniques such as data mining, machine learning, and statistical analysis to derive actionable insights from the data.
2. Marketing Analytics: This involves analyzing marketing data to optimize marketing strategies, improve customer targeting, and enhance overall marketing ROI.
3. Customer Analytics: Companies like LatentView might help businesses better understand their customers by analyzing customer behavior, preferences, and feedback. This can lead to improved customer segmentation, personalized marketing, and enhanced customer experiences.
4. Predictive Analytics: Using historical data to predict future trends and outcomes. This can be applied in various areas, such as demand forecasting, financial analysis, and risk assessment.
5. Digital Analytics: Focusing on analyzing digital data generated from online sources such as websites, social media, and mobile apps. This can provide insights into user behavior, website performance, and online campaign effectiveness.
6. Big Data Analytics: Dealing with the analysis of large and complex datasets, often involving technologies like Hadoop and distributed computing frameworks.
7. Consulting Services: Providing expert guidance to organizations on how to establish and implement effective data analytics strategies and solutions.
8. Machine Learning and AI: Developing and implementing machine learning models and AI algorithms to automate processes, make predictions, and provide intelligent recommendations.

Concall Highlights :

Business Performance:

• Return to growth after a slower quarter, with 4.7% sequential and 23.1% YoY growth.
• Company’s efforts resonate well with clients.
• New client wins include a large iconic restaurant and European tire manufacturer.
• Validation of Indian market strategy with a two-wheeler manufacturer win.
• Existing accounts grow significantly, with technology, CPG, and logistics sectors.
• Strong pipeline for growth anticipated in existing accounts and new logos.

Geographical and Vertical Distribution:

• US contributes 96% of revenues.
• Europe targeting 5%-8% contribution by FY ’24.
• Technology vertical leads with 69.2% of total revenues.
• Industrials also show strong momentum.

Challenges and Strategy:

• Risk of Generative AI disrupting data engineering work.
• Acknowledgement of challenges in retail and BFSI sectors.
• Emphasis on longer sales cycles due to external uncertainty.
• Company remains optimistic about growth.

Generative AI and Technology Disruption:

• Potential impact of generative AI on operations and growth.
• Challenges in applying generative AI to structured data.
• Use cases for customer sentiment and review analysis.
• Confidence in growth rate despite new technology.

Europe Business and Growth Strategy:

• Europe revenue decline attributed to existing account’s drop.
• Europe business in reset phase, positive signs with new accounts.
• Challenges due to longer lead times for relationship building.

Verticals and Challenges:

• Positive trends in technology and industrial verticals.
• Sluggish dollar revenue performance in retail and BFSI.
• Investments to address challenges in these sectors.
• Positive performance in existing BFSI accounts, longer sales cycles.

Generative AI and Analytics Landscape:

• Generative AI viewed as opportunity for unstructured data analysis.
• Importance of strong use cases and challenges in generative AI.
• Potential in predictive and prescriptive analytics with Generative AI.

Growth Trajectory and Expectations:

• Positive growth momentum, Q2 growth slightly better than Q1.
• Uncertainty due to longer sales cycles and market challenges.
• Q3 and Q4 growth projections tied to pipeline opportunities.

Margins and Investments:

• Anticipated margin improvement, investments made, rate hike impacts factored.
• 50% gross margin threshold in the US.
• Operates on managed services contract model, efficient resource use.

Strategies and Goals:

• Confidence in investments and capabilities for future growth.
• Focus on relationships, expanding capabilities, and winning logos.
• Aiming to regain lost ground through consolidation exercises.

What is the definition of Large Caps? Should we follow only Top 100 stocks as Large Caps or is there any better definition?
I have been exploring strategy to invest only in Large Caps and Mid Caps but often find that considering only Top 100 companies as large caps and Next 150 companies as Mid caps is not correct.
There are lot of well established companies which are outside these top 250 companies but have Market cap above 10,000 Crores like CAMS, IEX, TTK Prestige, Exide, Blue Dart Express? But these are classified as Small Caps as per AMFI/SEBI.

Looking for more wider approach to define large caps and mid caps.

This might benefit the company.

PM e-Bus Seva Scheme announced, 10,000 electric buses to be deployed in 169 cities, e-bus makers shares rally

Latest Conf call transacript Link : https://www.bseindia.com/xml-data/corpfiling/AttachLive/8078b177-38ee-47c0-9433-cb4814cf3472.pdf

Brief Summary:

• Capex (90-100 Cr) targetted to increase capacity underway, Q3-Q4 completion date. Cranes to target 12,000 units p.a., Construction Equipment target 3000 units p.a., forklifts target 3000 units p.a., Tower Cranes target 900 units p.a. from 400, crawler cranes target 300 units p.a. from 50 units. This all capex will help in achieving 4,000 Cr turnover p.a.
• Growth of 20-25% expected on consolidated basis. Cranes 18-20%, Construction 45-50%, material handling 15-20%,
• Current land only one more capex possible so looking for 50-60 acres land in UP/MP for next factory, might be closed in another 2-3 months.
• 455 Cr cash, 35-40 Cr working capital debt.
• Q1 FY24 performance: ACE reported strong and resilient performance, surpassing Q4 numbers and achieving the best ever quarterly performance in terms of revenues and profit. First time ever Q1 results surpassed previous Q4, and even during monsoon company is under delivering due to high demand.
• Agri segment: Revenues grew by over 30% YoY with an EBITDA margin of 15%.
• Crane segment: Retained dominant market leadership position with revenue of Rs. 441 crores, up 26% YoY.
• Construction equipment segment: Achieved revenue growth of 78% YoY.
• Material handling segment: Recorded revenue growth of 10% YoY.
• Capacity expansion: ACE is focused on expanding capacities and aims to attain revenue of Rs. 4,000 crores at full utilization levels.
• Consolidated growth guidance: Expects a growth of at least 20-25% on a consolidated basis for FY24.
• Export opportunities: Actively pursuing export opportunities and expects export sales to contribute around 10% to revenue this year. Ghana project delayed further, mostly will strat in 2nd half.
• Financials: Debt-free with sufficient liquidity for future growth.
• Inorganic growth: Looking at inorganic growth opportunities within India and outside the country.
• Margin focus: Aims to maintain double-digit margins and focused on cost control and reduction initiatives.
• Demand outlook: Expects sustained demand supported by government focus on infrastructure and urban/rural development.
• Long-term prospects: Optimistic about medium to long-term prospects and remains focused on delivering growth agenda.

@phreakv6 I see It has double of the industry PE. ROCE 10.9 % and ROE 4.08 %. It looks to be pretty expansive and at current level we will not be able to get good returns.